Analyzing Property Management Reports

Schedule Thursday, August 12, 2021 || 09:00 AM PDT | 12:00 PM EDT
Duration 60 Mins
Level Intermediate
Webinar ID IQW21H0843

  • Recall how to avoid the pitfalls of Protected View and Compatibility Mode that can slow down work in Excel.
  • Apply the SUMIF function to mine data from property management reports.
  • Identify the location of the PivotTable command within Excel’s ribbon menu interface.

Overview of the webinar

In this excellent course, Excel expert David Ringstrom, CPA, teaches you how to work effectively with reports exported from property management software into Excel. He explains the pros and cons of exporting to Excel directly versus the comma-separated value format when available. In addition, David demonstrates how to: avoid the pitfalls of Protected View and Compatibility Mode that can slow down or even stymie your work in Excel; mine data from property management reports with the SUMIF function; chart your P&L with a Waterfall chart in Excel 2016 and later; and color-code data, such as rental rates and near-term lease expirations, with Conditional Formatting. After this presentation you’ll be empowered to work more effectively with your property management reports.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Who should attend?

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Excel Users
  • Analysts

Why should you attend?

  • Transforming property management and account reports into analysis-ready formats.
  • Isolating overdue accounts receivable amounts within an aging report.
  • Converting .XLS files compatible with Excel 2003 into the modern Excel workbook format.
  • Contrasting sending reports to Excel versus exporting to comma-separated value (.CSV) files.
  • Using the SUBSTITUTE function to strategically replace unwanted characters within your data.
  • Understanding how to manage the Protected View prompt in Excel 2010 and later.
  • Opening .CSV files versus opening Excel workbooks.
  • Heat-mapping rental rates with Conditional Formatting.

Faculty - Mr.David H. Ringstrom, CPA

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.

David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.

His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.

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